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Import & Export
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All Import & Export articles
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- Export contact data
- Export your records
- Import contacts on the HubSpot mobile app
- Import data to checkbox properties
- Import records and activities
- Repeat a past import
- Review and troubleshoot import errors
- Set up export notifications and view a log of exports in your account
- View and analyze past imports
Object Settings
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All Object Settings articles
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- Add and edit your account currencies
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Create and customize lifecycle stages
- Create and edit custom objects
- Create and use association labels
- Create and use custom object pipelines
- Customize record previews
- Customize the board view for deals, tickets, and custom objects
- Customize the create record form for each object
- Customize the left sidebar of records
- Customize the middle column of records
- Customize the properties shown on records
- Customize the right sidebar of records
- HubSpot Insights on company information
- Prioritize deals and tickets in views with colored object tags
- Select properties to show on record association cards
- Set default object views for users
- Set defaults for creating deals
- Set limits for record associations
- Set up and customize ticket pipelines and statuses
- Set up and customize your deal pipelines and deal stages
- Set up deal pipeline automation
- Set up rules for deal pipelines
- Set up ticket pipeline automation
- Sync ownership between contacts and companies
Properties
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All Properties articles
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- Automatically set and sync record lifecycle stages
- Create and customize lifecycle stages
- Create and edit personas
- Create and edit properties
- Create calculation properties
- Create sync properties that copy data to associated records
- Customize the properties shown on records
- Determine likelihood to close with predictive lead scoring
- Edit a property value for a record
- Export property history
- HubSpot Insights on company information
- HubSpot's change sources in property history
- HubSpot's default activity properties
- HubSpot's default company properties
- HubSpot's default contact properties
- HubSpot's default deal properties
- HubSpot's default lead properties
- HubSpot's default ticket properties
- Limit access to your HubSpot assets
- Manage enumeration property options
- Organize, delete, and export properties
- Property field types in HubSpot
- Property value is underlined in red
- Restrict view and edit access for properties
- Select properties to show on record association cards
- Set up conditional logic for enumeration properties
- Set up conditional options for properties
- Set up score properties to qualify contacts, companies, and deals
- Set validation rules for a property
- Understand Original and Latest source properties
- Update and filter contacts using source properties
- Use deal stage calculated properties
- Use lifecycle stages
- View a record's property history
- View and use record source properties
Records
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All Records articles
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- Add a parent or child company to an existing company record
- Add additional domain names to a company record
- Add an email signature in the CRM
- Add and edit your account currencies
- Add and manage attachments on records and activities
- Add collaborators to a deal
- Add multiple email addresses to a contact
- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Create and customize lifecycle stages
- Create and edit properties
- Create and use association labels
- Create and use custom object pipelines
- Create companies
- Create contacts
- Create custom object records
- Create deals
- Create or log activities on a record
- Create sync properties that copy data to associated records
- Create tickets
- Customize record previews
- Customize the board view for deals, tickets, and custom objects
- Customize the create record form for each object
- Customize the left sidebar of records
- Customize the middle column of records
- Customize the properties shown on records
- Customize the right sidebar of records
- Deduplicate records in HubSpot
- Default marketing statuses for newly created contacts
- Delete CRM records
- Determine likelihood to close with predictive lead scoring
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export contact data
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- Beta Get started with the ChatSpot AI assistant (BETA)
- HubSpot Insights on company information
- HubSpot's change sources in property history
- HubSpot's default company properties
- HubSpot's default contact properties
- HubSpot's default ticket properties
- Import contacts on the HubSpot mobile app
- Import data to checkbox properties
- Import records and activities
- Manage contact property formatting issues
- Manage deals, tickets, and custom object records in board view
- Manage tickets in your inbox
- Manage your contacts' messaging subscriptions
- Mention a user on a record
- Merge records
- Move a deal from one pipeline to another
- Organize, delete, and export properties
- Pin an activity on a record
- Predict likelihood to close with deal scores
- Preview a record
- Prioritize deals and tickets in views with colored object tags
- Property value is underlined in red
- Repeat a past import
- Restore deleted activity in a record
- Restore deleted records
- Review data insights on deal views
- Search within your HubSpot account
- Search your CRM
- Select properties to show on record association cards
- Set contacts as marketing
- Set contacts as non-marketing
- Set defaults for creating deals
- Set limits for record associations
- Set up conditional options for properties
- Set up deal pipeline automation
- Set up export notifications and view a log of exports in your account
- Set up rules for deal pipelines
- Set up score properties to qualify contacts, companies, and deals
- Set up ticket pipeline automation
- Set up your import files
- Set validation rules for a property
- Split deal credit among users
- Sync ownership between contacts and companies
- Understand marketing contacts
- Unsubscribe an individual contact from receiving emails
- Update the lifecycle stage of contacts or companies in bulk
- Beta Use ChatSpot AI to create, update, and summarize records (BETA)
- Use deal stage calculated properties
- Use lifecycle stages
- Use target accounts
- View a model of your CRM object and activity relationships
- View a record's property history
- View and analyze past imports
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter records on an object home page
- View and use record source properties
- View the history of an activity on a record timeline
- Warning: 'Some of this contact's activity has been excluded based on their IP address.'